Destiny Wealth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Destiny Wealth Partners, LLC reported 162 stock positions worth $570.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 5.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 4.6%) and Dim US Large Cap Value ETF (DFLV, 4.6%). Compared with Q2 2024, it opened 11 new positions, sold out of 3, added to 50 and reduced 63. The biggest buy was a new position in iShares JPX-Nikkei 400 ETF (JPXN) and the biggest sale Microsoft (MSFT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- TAVARES, FL
- CIK
- 0001844369
- Portfolio Value
- $570.2M (Q3 2024)
- SEC Filing
- 0001844369-24-000006 ↗ filed Oct 15, 2024
Holdings Value
Holdings 162 stocks · $570.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 4.96% | 73,646 | $28.3M | Reduce -1.0% |
| JCPB JPMorgan Core Plus Bond ETF | 4.64% | 548,772 | $26.5M | Reduce -5.5% |
| DFLV Dim US Large Cap Value ETF | 4.59% | 849,601 | $26.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 3.82% | 116,939 | $21.8M | Add +2.5% |
| DFAX Dimensional World Ex US Core | 3.39% | 714,761 | $19.3M | Add +0.6% |
| AAPL Apple Inc. | 2.76% | 67,593 | $15.7M | Reduce -13.1% |
| SYK Stryker Corp. | 2.60% | 41,115 | $14.9M | Reduce -13.1% |
| XLK SS Technology Select Sector | 2.50% | 63,139 | $14.3M | Reduce -0.7% |
| TOTL SS Doubleline TR Tact ETF | 2.38% | 327,447 | $13.6M | Add +5.0% |
| GIGB Goldman Sachs Inv GRD Corp. | 2.07% | 250,028 | $11.8M | Add +5.0% |
| ANGL Vaneck Fallen Angel High YLD | 2.07% | 401,732 | $11.8M | Add +5.4% |
| MSFT Microsoft Corp. | 2.03% | 26,934 | $11.6M | Reduce -12.8% |
| VIG Vanguard Dividend Apprec ETF | 2.02% | 58,238 | $11.5M | Reduce -1.6% |
| XLF SS Financial Select Sector | 1.93% | 242,694 | $11.0M | Reduce -0.0% |
| BXSL Blackstone Secured Lending F | 1.89% | 367,988 | $10.8M | Add +6.5% |
| VIS Vanguard Industrials ETF | 1.88% | 41,201 | $10.7M | Reduce -0.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.86% | 208,235 | $10.6M | Add +3.0% |
| JBBB Janus Henderson B-BBB Clo Et | 1.85% | 215,414 | $10.5M | Add +10.3% |
| AVEM Avantis Emerging Markets Eq | 1.80% | 158,556 | $10.2M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 1.71% | 68,823 | $9.8M | Reduce -0.3% |
| VIGI Vanguard Int Div App Indx FD | 1.63% | 104,989 | $9.3M | Reduce -16.2% |
| IBB iShares Biotechnology ETF | 1.61% | 63,044 | $9.2M | Reduce -17.7% |
| USHY iShares Broad Usd High Yield | 1.54% | 233,426 | $8.8M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.45% | 17,905 | $8.2M | Reduce -0.1% |
| SRLN SS Blackstone Sr Loan ETF | 1.45% | 197,338 | $8.2M | Reduce -0.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.37% | 132,011 | $7.8M | Reduce -22.3% |
| DFIV Dimensional International Va | 1.34% | 201,367 | $7.7M | Add +0.7% |
| MLPX Global X MLP & Energy Infras | 1.28% | 134,295 | $7.3M | Add +2.4% |
| VYM Vanguard High DVD Yield ETF | 1.17% | 52,184 | $6.7M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.14% | 13,346 | $6.5M | Add +0.0% |
| JEPI JPMorgan Equity Premium Inco | 1.14% | 109,004 | $6.5M | Add +5.0% |
| AVIG Avantis Core Fixed Income | 1.06% | 142,243 | $6.0M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 10,439 | $6.0M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.01% | 34,691 | $5.8M | Reduce -19.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.97% | 83,203 | $5.5M | Add +4.7% |
| VT Vanguard Tot World STK ETF | 0.94% | 44,774 | $5.4M | Reduce -0.9% |
| GEM Goldman Sachs Activebeta Em | 0.93% | 150,880 | $5.3M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 20,078 | $5.3M | Add +1.5% |
| VCLT Vanguard Long-Term Corp. Bond | 0.92% | 64,513 | $5.2M | Reduce -0.4% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.85% | 79,916 | $4.9M | Reduce -3.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.84% | 43,475 | $4.8M | Reduce -1.6% |
| SSGA ACTIVE TR | 0.83% | 108,984 | $4.7M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.75% | 15,203 | $4.3M | Add +40.6% |
| JMBS Janus Henderson Mortg Backed | 0.74% | 91,029 | $4.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.73% | 7,280 | $4.2M | Reduce -12.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.72% | 42,509 | $4.1M | Add +2.4% |
| UBER Uber Technologies Inc. | 0.69% | 51,979 | $3.9M | Reduce -9.4% |
| CGGR Cap Group Growth Equity | 0.67% | 109,549 | $3.8M | Add +2.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.64% | 60,327 | $3.7M | Add +0.1% |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | 0.62% | 27,126 | $3.5M | Reduce -0.3% |
| AVDV Avantis Intl S/C Value ETF | 0.61% | 49,168 | $3.5M | Add +0.0% |
| NFLX Netflix Inc. | 0.59% | 4,739 | $3.4M | Reduce -22.8% |
| CRM Salesforce Inc. | 0.54% | 11,204 | $3.1M | Reduce -9.4% |
| SPGM State Street SPDR Portfolio | 0.50% | 43,732 | $2.8M | Add +6.1% |
| GLIN Vaneck India Growth Leaders | 0.50% | 51,742 | $2.8M | Reduce -24.7% |
| JPXN iShares JPX-Nikkei 400 ETF | 0.49% | 36,323 | $2.8M | New |
| DRIV Global X Autonomous&elec-ETF | 0.43% | 105,212 | $2.5M | Reduce -20.8% |
| RDDT Reddit Inc. Class A | 0.43% | 36,871 | $2.4M | New |
| SPSB SS SPDR P St C Corp. ETF | 0.42% | 79,791 | $2.4M | No change |
| LMBS First Trust Low Duration Opp | 0.41% | 47,669 | $2.4M | Reduce -1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 9,606 | $2.3M | Reduce -0.1% |
| VTIP Vanguard Short-Term Tips | 0.39% | 44,984 | $2.2M | Reduce -0.6% |
| FLOT iShares Floating Rate Bond E | 0.37% | 41,373 | $2.1M | Reduce -1.5% |
| ITOT iShares Core S&P Total U.S. | 0.35% | 16,088 | $2.0M | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.35% | 78,355 | $2.0M | Add +53.0% |
| NVDA Nvidia Corp. | 0.31% | 14,342 | $1.7M | Add +2.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.29% | 22,850 | $1.6M | No change |
| VOO Vanguard S&P 500 ETF | 0.29% | 3,094 | $1.6M | Add +6.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.27% | 57,894 | $1.5M | Reduce -3.1% |
| SNAP Snap Inc. Class A | 0.25% | 134,829 | $1.4M | Reduce -36.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 2,315 | $1.3M | Reduce -4.1% |
| BOTZ Global X Robotics & Artifici | 0.23% | 41,266 | $1.3M | Reduce -30.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.22% | 4,689 | $1.2M | Add +0.5% |
| VXF Vanguard Extended Market ETF | 0.21% | 6,583 | $1.2M | No change |
| PKW Invesco Buyback Achievers Et | 0.20% | 9,832 | $1.1M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 0.20% | 6,716 | $1.1M | Reduce -17.9% |
| XOM Exxon Mobil Corp. | 0.19% | 9,173 | $1.1M | Add +0.8% |
| FDN First Trust DJ Internet Ind | 0.19% | 4,986 | $1.1M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.18% | 11,538 | $1.1M | No change |
| PEP Pepsico Inc. | 0.18% | 6,146 | $1.0M | Add +0.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.18% | 23,551 | $1.0M | Reduce -0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 15,535 | $979K | No change |
| ABBV Abbvie Inc. | 0.17% | 4,867 | $961K | Reduce -0.3% |
| MINO PIMCO Municipal Income Oppor | 0.16% | 20,208 | $933K | Add +0.3% |
| HCA HCA Healthcare Inc. | 0.16% | 2,288 | $930K | Add +15.2% |
| BNDW Vanguard Total World Bond Et | 0.15% | 12,517 | $884K | Add +11.4% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 0.15% | 20,766 | $864K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.14% | 4,529 | $812K | Reduce -9.2% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 14,849 | $784K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 6,135 | $774K | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.14% | 3,181 | $773K | Reduce -0.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.12% | 16,260 | $683K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.12% | 6,120 | $681K | No change |
| DGX Quest Diagnostics Inc. | 0.11% | 4,000 | $621K | No change |
| MUNI PIMCO Intermediate Municipal | 0.11% | 11,702 | $620K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.10% | 6,967 | $589K | Add +1.2% |
| GSIE Goldman Sachs Activebeta Int | 0.10% | 16,130 | $583K | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 24,030 | $564K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 6,363 | $561K | Add +0.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 7,984 | $559K | Reduce -5.9% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -12.8% | 2.03% | −0.45 |
| GOOGL Alphabet Inc. Class A | Reduce -19.1% | 1.01% | −0.40 |
| SNAP Snap Inc. Class A | Reduce -36.1% | 0.25% | −0.38 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -22.3% | 1.37% | −0.35 |
| SYK Stryker Corp. | Reduce -13.1% | 2.60% | −0.29 |
| IBB iShares Biotechnology ETF | Reduce -17.7% | 1.61% | −0.28 |
| VIGI Vanguard Int Div App Indx FD | Reduce -16.2% | 1.63% | −0.20 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -5.5% | 4.64% | −0.19 |
| AAPL Apple Inc. | Reduce -13.1% | 2.76% | −0.18 |
| NFLX Netflix Inc. | Reduce -22.8% | 0.59% | −0.16 |
| GLIN Vaneck India Growth Leaders | Reduce -24.7% | 0.50% | −0.13 |
| DRIV Global X Autonomous&elec-ETF | Reduce -20.8% | 0.43% | −0.13 |
| BOTZ Global X Robotics & Artifici | Reduce -30.0% | 0.23% | −0.09 |
| XLK SS Technology Select Sector | Reduce -0.7% | 2.50% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -17.9% | 0.20% | −0.07 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -9.4% | 0.69% | −0.06 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -0.5% | 1.45% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.0% | 4.96% | −0.04 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.04 |
| UCB United Community Banks | Sold out | 0.00% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -1.6% | 0.84% | −0.03 |
| CRM Salesforce Inc. | Reduce -9.4% | 0.54% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -12.6% | 0.73% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -3.2% | 0.85% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -1.5% | 0.37% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -17.8% | 0.07% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.2% | 0.14% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -7.3% | 0.05% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -11.3% | 0.07% | −0.01 |
| LMBS First Trust Low Duration Opp | Reduce -1.9% | 0.41% | −0.01 |
| MAR Marriott International Class A | Reduce -7.1% | 0.08% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -0.6% | 0.39% | −0.01 |
| FXL First Trust Technology Alpha | Reduce -9.8% | 0.05% | −0.01 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.04% | −0.01 |
| RSG Republic Services Inc. | Reduce -11.0% | 0.04% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -3.1% | 0.27% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.23% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.9% | 0.10% | −0.00 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -7.3% | 0.04% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.9% | 0.18% | −0.00 |
| BAH Booz Allen Hamilton Holdings | Reduce -1.8% | 0.04% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.04% | +0.00 |
| SSGA ACTIVE TR | Reduce -0.3% | 0.83% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.2% | 0.05% | +0.00 |
| USHY iShares Broad Usd High Yield | Reduce -1.2% | 1.54% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.8% | 0.14% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -3.6% | 0.05% | +0.00 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.05% | +0.00 |
| JMBS Janus Henderson Mortg Backed | Reduce -1.3% | 0.74% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| JPXN iShares JPX-Nikkei 400 ETF | New | 0.49% | +0.49 |
| RDDT Reddit Inc. Class A | New | 0.43% | +0.43 |
| DFLV Dim US Large Cap Value ETF | Add +0.3% | 4.59% | +0.19 |
| TOTL SS Doubleline TR Tact ETF | Add +5.0% | 2.38% | +0.15 |
| DFAX Dimensional World Ex US Core | Add +0.6% | 3.39% | +0.14 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +5.0% | 2.07% | +0.14 |
| ANGL Vaneck Fallen Angel High YLD | Add +5.4% | 2.07% | +0.13 |
| JBBB Janus Henderson B-BBB Clo Et | Add +10.3% | 1.85% | +0.12 |
| FLTR Vaneck Ig Floating Rate ETF | Add +53.0% | 0.35% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +5.0% | 1.14% | +0.08 |
| MLPX Global X MLP & Energy Infras | Add +2.4% | 1.28% | +0.08 |
| MOAT Vaneck Morningstar Wide Moat | Add +2.4% | 0.72% | +0.08 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +4.7% | 0.97% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.5% | 0.93% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +0.1% | 1.80% | +0.06 |
| DFIV Dimensional International Va | Add +0.7% | 1.34% | +0.05 |
| HCA HCA Healthcare Inc. | Add +15.2% | 0.16% | +0.05 |
| SPGM State Street SPDR Portfolio | Add +6.1% | 0.50% | +0.05 |
| GEM Goldman Sachs Activebeta Em | Add +0.2% | 0.93% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| TT Trane Technologies PLC | New | 0.04% | +0.04 |
| PAVE Global X US Infrastructure | New | 0.04% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.04% | +0.04 |
| CGGR Cap Group Growth Equity | Add +2.6% | 0.67% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | New | 0.04% | +0.04 |
| AVDV Avantis Intl S/C Value ETF | Add +0.0% | 0.61% | +0.04 |
| LEGG MASON ETF INVT | New | 0.04% | +0.04 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +0.1% | 0.64% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 1.05% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 0.29% | +0.02 |
| BNDW Vanguard Total World Bond Et | Add +11.4% | 0.15% | +0.02 |
| TSLA Tesla Inc. | Add +2.8% | 0.07% | +0.02 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.10% | +0.02 |
| MCD McDonald's Corp. | Add +1.9% | 0.07% | +0.01 |
| HD Home Depot Inc. | Add +6.6% | 0.06% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.0% | 1.86% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.5% | 0.22% | +0.01 |
| DRI Darden Restaurants Inc. | Add +4.9% | 0.06% | +0.01 |
| HIVE Hive Digital Technologies LT | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 0.10% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.5% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 0.07% | +0.00 |
| AVGO Broadcom Inc. | Add +2.5% | 0.06% | +0.00 |
| V Visa Inc. Class A | Add +5.8% | 0.05% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.0% | 0.05% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +40.6% | 0.75% | +0.00 |
| PEP Pepsico Inc. | Add +0.7% | 0.18% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.2% | 0.05% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $708.8M | VUG, DFLV, JCPB, JAAA, DFAX |
| Q1 2026 | 1,142 | $914.4M | JCPB, VUG, DFLV, JAAA, DFAX |
| Q4 2025 | 211 | $871.5M | VUG, JCPB, DFLV, JAAA, AMZN |
| Q3 2025 | 205 | $816.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q2 2025 | 192 | $744.1M | JAAA, VUG, DFLV, AMZN, JCPB |
| Q1 2025 | 162 | $630.3M | JAAA, VUG, DFLV, JCPB, AMZN |
| Q4 2024 | 167 | $612.2M | VUG, DFLV, JCPB, AMZN, DFAX |
| Q3 2024 | 162 | $570.2M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q2 2024 | 154 | $556.5M | VUG, JCPB, DFLV, AMZN, DFAX |
| Q1 2024 | 156 | $558.0M | AMZN, DFAX, SYK, SHV, VYM |